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Cohen & Steers infrastucture Fund shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Cohen & Steers infrastucture Fund (UTF) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Cohen & Steers infrastucture Fund

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers infrastucture Fund held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers infrastucture Fund by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $418k 18k 23.57
2020-09-30 $268k 12k 22.10

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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Cohen & Steers infrastucture Fund

Paralel Advisors
Morgan Stanley
McGowan Group Asset Management
Bank of America Corporation
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Bedell Investment Counselling
LPL Financial
Rocky Mountain Advisers
Advisor Group Holdings
Raymond James & Associates
C2C Wealth Management
Ameriprise Financial

View all funds holding Cohen & Steers infrastucture Fund